See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,001 | $106,749-75.6% | $145,433-82.1% | $82,448-68.5% |
| Participation rate | 74.6% | 75.6%-1.0pp | 82.1%-7.5pp | 68.1%+6.5pp |
| Annual return | 19.89% | 27.59%-7.7pp | 66.58%-46.7pp | 41.64%-21.8pp |
| Employer contribution / active EE | $2,001 | $3,444-41.9% | $4,554-56.1% | $2,551-21.5% |
| Participant deferral / active EE | $3,683 | $6,519-43.5% | $7,897-53.4% | $4,139-11.0% |
| Admin fee / account holder | $2,451 | $8,390-70.8% | $13,129-81.3% | $7,234-66.1% |